Wealth Management Associate

Global Advisers, LLC; Princeton (NJ); Vor Ort; USD 80.000 - 110.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Princeton, NJ is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. You will contribute to portfolio reviews, planning coordination, and client-service execution to maintain high standards of accuracy and professionalism.

The role emphasizes analytical work, collaborative teamwork, and disciplined follow-through, with opportunities to advance as you develop Series 65 credentials and

Qualifikationen

• Bachelor's degree is required or equivalent professional experience.
• 2+ years in wealth management, financial planning, or client service preferred.
• Series 65 license required at hire or obtainable soon after joining.
• Strong analytical, organizational, and communication skills.
• Ability to handle confidential information with sound judgment.

Aufgaben

• Support advisors in day-to-day management of client relationships and service priorities.
• Prepare portfolio reviews, financial-planning analyses, meeting materials, and implementation follow-up.
• Assist with retirement, tax-aware, estate, insurance, liquidity, and executive-compensation planning matters.
• Coordinate account opening, asset transfers, custodian requests, documentation, and client action items.
• Monitor portfolios and planning work for issues requiring advisor attention and elevate promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Kenntnisse

Analytical skills

Communication skills

Attention to detail

Ausbildung

Bachelor's degree or equivalent professional experience

Jobbeschreibung

Global Advisers is seeking a Wealth Management Associate in Princeton, NJ to support client relationships across investment management and comprehensive financial planning. The role combines analytical work, client service, portfolio support, planning coordination, and disciplined follow-through. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

• Support advisors in the day-to-day management of client relationships and service priorities.
• Prepare portfolio reviews, financial-planning analyses, meeting materials, and implementation follow-up.
• Assist with retirement, tax-aware, estate, insurance, liquidity, and executive-compensation planning matters.
• Coordinate account opening, asset transfers, custodian requests, documentation, and client action items.
• Monitor portfolios and planning work for issues requiring advisor attention and elevate promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of relevant wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Series 65 required at hire or ability to obtain it within a reasonable period after joining the firm, subject to applicable law and role responsibilities.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.